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Posted by
Two Blokes Jul 16 -
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Stock
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AppLovin's transformation into an AI-powered ad platform with its Axon engine has driven exceptional revenue growth and profitability, supporting my Strong Buy rating. The company's divestment from gaming and focus on AI marketing expands its total addressable market, especially in e-commerce and web advertising. Continuous R&D and Axon's self-learning capabilities create a robust competitive moat, driving superior advertiser ROI and long-term compounding potential.